JUNCTURE WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 594 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.1%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$676,887
-11.1%
7,328
-7.6%
0.33%
-7.0%
Q2 2023$760,996
+79.5%
7,932
+70.5%
0.36%
+70.3%
Q1 2023$423,985
-18.2%
4,651
-23.9%
0.21%
-15.4%
Q4 2022$518,447
+24.9%
6,108
+14.5%
0.25%
+19.3%
Q3 2022$415,000
-15.3%
5,336
-8.7%
0.21%
-14.5%
Q2 2022$490,000
-27.6%
5,844
-13.9%
0.24%
-24.8%
Q1 2022$677,000
-53.3%
6,784
-50.5%
0.32%
-53.3%
Q4 2021$1,450,000
+3.3%
13,706
-2.5%
0.69%
-6.9%
Q3 2021$1,404,000
-3.4%
14,056
-0.3%
0.74%
-11.4%
Q2 2021$1,454,000
+6.8%
14,101
-1.6%
0.84%
-2.3%
Q1 2021$1,361,000
-13.6%
14,336
-17.5%
0.86%
-14.2%
Q4 2020$1,576,000
+10.1%
17,371
-3.0%
1.00%
+0.9%
Q3 2020$1,431,000
+6.5%
17,908
-1.8%
0.99%
-2.5%
Q2 2020$1,344,000
+14.8%
18,231
-2.6%
1.01%
-6.1%
Q1 2020$1,171,000
-23.9%
18,720
-3.5%
1.08%
-9.8%
Q4 2019$1,538,000
-5.2%
19,404
-11.8%
1.20%
-16.1%
Q3 2019$1,622,000
-38.0%
21,991
-38.1%
1.43%
-32.1%
Q2 2019$2,617,000
-19.4%
35,508
-21.0%
2.10%
-16.1%
Q1 2019$3,245,000
+5.2%
44,972
-6.5%
2.51%
+20.5%
Q4 2018$3,085,000
-25.4%
48,089
-13.6%
2.08%
-3.8%
Q3 2018$4,135,000
+20.0%
55,678
+14.9%
2.16%
+17.3%
Q2 2018$3,446,000
+0.3%
48,452
+1.2%
1.84%
-3.7%
Q1 2018$3,434,000
-10.1%
47,888
-9.6%
1.91%
-10.8%
Q4 2017$3,820,000
-19.2%
52,994
-22.8%
2.15%
-19.1%
Q3 2017$4,726,000
+1.3%
68,679
-3.6%
2.65%
-1.0%
Q2 2017$4,666,000
+11.1%
71,247
+7.3%
2.68%
+3.8%
Q1 2017$4,199,000
+3.8%
66,377
-2.9%
2.58%
-7.9%
Q4 2016$4,047,000
+1.1%
68,390
+1.0%
2.80%
+3.8%
Q3 2016$4,002,000
+4.5%
67,712
-0.6%
2.70%
-1.2%
Q2 2016$3,831,000
+2.0%
68,136
+1.7%
2.73%
-1.4%
Q1 2016$3,755,000
-5.5%
66,979
-5.9%
2.77%
-6.6%
Q4 2015$3,975,000
+8.5%
71,211
+4.8%
2.97%
-0.1%
Q3 2015$3,665,000
-17.2%
67,951
-8.7%
2.97%
-17.6%
Q2 2015$4,424,000
+1.5%
74,419
+2.5%
3.60%
+0.6%
Q1 2015$4,357,000
-45.8%
72,596
-47.2%
3.58%
-7.2%
Q4 2014$8,042,000137,4523.86%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders